Brown Miller Wealth Management’s Blackstone BX Stock Holding History

Brown Miller Wealth Management’s Portfolio BX Stock Details BX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.44M	Buy	12,207 +721	+6%	+$86.6K	0.36%	62
2026 Q1	$1.32M	Buy	11,486 +1,953	+20%	+$254K	0.38%	59
2025 Q4	$1.47M	Buy	9,533 +1,214	+15%	+$184K	0.41%	55
2025 Q3	$1.42M	Buy	8,319 +267	+3%	+$45.7K	0.4%	56
2025 Q2	$1.2M	Buy	8,052 +323	+4%	+$44.4K	0.37%	58
2025 Q1	$1.08M	Buy	7,729 +251	+3%	+$40.7K	0.37%	58
2024 Q4	$1.29M	Sell	7,478 -211	-3%	-$36.8K	0.49%	53
2024 Q3	$1.18M	Buy	7,689 +48	+0.6%	+$6.66K	0.46%	53
2024 Q2	$946K	Sell	7,641 -14	-0.2%	-$1.72K	0.39%	54
2024 Q1	$1.01M	Buy	7,655 +40	+0.5%	+$5K	0.44%	54
2023 Q4	$997K	Sell	7,615 -70	-0.9%	-$7.57K	0.5%	49
2023 Q3	$823K	Buy	7,685 +116	+2%	+$12.1K	0.46%	55
2023 Q2	$704K	Buy	7,569 +111	+1%	+$9.59K	0.38%	56
2023 Q1	$655K	Buy	7,458 +4	+0.1%	+$353	0.39%	58
2022 Q4	$553K	Buy	7,454 +4,309	+137%	+$372K	0.35%	62
2022 Q3	$263K	Sell	3,145 -1,511	-32%	-$146K	0.19%	98
2022 Q2	$424K	Buy	4,656 +2,303	+98%	+$249K	0.29%	66
2022 Q1	$299K	Buy	2,353 +4	+0.2%	+$488	0.17%	96
2021 Q4	$303K	Buy	2,349 +3	+0.1%	+$400	0.17%	99
2021 Q3	$272K	Sell	2,346 -1,209	-34%	-$140K	0.17%	101
2021 Q2	$345K	Buy	3,555 +5	+0.1%	+$444	0.22%	89
2021 Q1	$265K	Buy	3,550 +7	+0.2%	+$483	0.19%	98
2020 Q4	$230K	Buy	+3,543	New	+$206K	0.17%	100

Other funds holding BX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Brown Miller Wealth Management's BX Position: Q2 2026 in Review

Brown Miller Wealth Management increased its Blackstone (BX) stake by 6.3% in Q2 2026, buying an estimated $86.6K and bringing the position to 12,207 shares worth $1.44M. The position accounts for 0.36% of the portfolio, ranked #62.

Brown Miller Wealth Management first reported a position in BX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.47M in Q4 2025. 645 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Brown Miller Wealth Management held 12,207 shares of Blackstone worth $1.44M as of Q2 2026.
Brown Miller Wealth Management bought 721 Blackstone shares in Q2 2026, an estimated $86.6K.
Blackstone made up 0.36% of Brown Miller Wealth Management's portfolio in Q2 2026, its #62 holding.
Brown Miller Wealth Management first reported a position in Blackstone in Q4 2020 and has held it in 23 quarters since.
Brown Miller Wealth Management's Blackstone position peaked at $1.47M in Q4 2025.
645 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.